mdtiva - texas...chapter 313 annual eligibility report form form 50-772 (may 2010) 2010 tax year...

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- MDTIVA ENTERPRISES LLC gCTRONIC MAIL TO: [email protected] RTIFIED MAIL, RETURN RECEIPT REQUESTED ~o 11 is Geans Superintendent for Business & Finance LIrIndependent School District 1388 LIr,Texas 77641-1388 iling of Form 50-772 RECEIVED~ PHYt' T~ GEANS MAY 11LU11 ASST. SUPT. FOR BUSINESS/FINANCE '"- PORT ARTHUR ISD j .greement for Limitation on Appraised Value of Property for School District laintenance and Operations Taxes dated January 25, 2007, by and between Port .rthur Independent School District and Motiva Enterprises LLC (the "the .ppraised Value Limitation Agreement") Geans: please find the following for filing with Port Arthur Independent School District with .the Appraised Value Limitation Agreement: orm 50-772, Chapter 313 Annual Eligibility Report Form not hesitate to contact me at (713) 241-3039 should you have any questions or require ional information. We appreciate Port Arthur Independent School District's leadership )rt in helping to bring this important energy project to Southeast Texas. sor ~s

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Page 1: MDTIVA - Texas...Chapter 313 Annual Eligibility Report Form Form 50-772 (May 2010) 2010 Tax Year cowred in this report Port Arthur ISO School district name $0.3300 I&S Tax Rate $1.0400

-MDTIVAENTERPRISES LLC

gCTRONIC MAIL TO: [email protected] MAIL, RETURN RECEIPT REQUESTED

~o11

is Geans

Superintendent for Business & FinanceLIrIndependent School District

1388LIr,Texas 77641-1388

iling of Form 50-772

RECEIVED~PHYt' T~ GEANS

MAY 11LU11

ASST. SUPT. FOR BUSINESS/FINANCE

'"- PORT ARTHUR ISD j

.greement for Limitation on Appraised Value of Property for School Districtlaintenance and Operations Taxes dated January 25, 2007, by and between Port.rthur Independent School District and Motiva Enterprises LLC (the "the.ppraised Value Limitation Agreement")

Geans:

please find the following for filing with Port Arthur Independent School District with.the Appraised Value Limitation Agreement:

orm 50-772, Chapter 313 Annual Eligibility Report Form

not hesitate to contact me at (713) 241-3039 should you have any questions or requireional information. We appreciate Port Arthur Independent School District's leadership)rt in helping to bring this important energy project to Southeast Texas.

sor

~s

Page 2: MDTIVA - Texas...Chapter 313 Annual Eligibility Report Form Form 50-772 (May 2010) 2010 Tax Year cowred in this report Port Arthur ISO School district name $0.3300 I&S Tax Rate $1.0400

Chapter 313 Annual Eligibility Report Form Form 50-772(May 2010)

2010Tax Year cowred in this report

Port Arthur ISOSchool district name

$0.3300I&S Tax Rate

$1.04001.1&0 Tax Rate

Crude Expansion ProjectProject Name

P. O. Box 4369, Houston, Texas 77210Company Address

Motiva Enterprises LLCCompany Name

Joe Baker (713) 241-3039Company Contact Information

NOTE:This lorm must be completed by an authorized representative01eachapproved applicant and each entity with property subject to the limitation agreement. It must besubmitted to the school district by May 15th of every year using information from the previous tax (calendar)year. For limitation agreementswhere there are multiplecompany entities that receivea part of the limitation provided by the agreement: 1) each business entity not having a full interest In the agreementshould completeaseparateform lor their proportionate share of required employment and investment information; and, 2) separately,the school district is required to complete an AnnualEligibility Report that provides lor each QuestionIn this form a sum 01the individual answers lrom reports submitted by each entity so that there Is a cumulative AnnualEligibility Report reflecting the entire agreement.

17602624904Texas Taxpayer ID 01 Applicant

January 25, 2007Date of Agreement Approval

2008Arst complete tax year 01 the qualifying time period

2010Arst tax year 01 the limitation

QUALIFIED PROPERTY INFORMATION

Texas Taxpayer ID Reporting Entity (if appropriate)

Motiva Enterprises LLCOriginal Applicant Name

2009Last tax year of the qualifying time period

$30,000,000Amount of the limitation at the time of application approval

$1,845,296,500Market Value

$30,000,000I&S Taxable Value

$1,845,126,3001.1&0 Taxable Value

Is the business entity In good standing with respect to Tax Code, Chapter 171?(Attach printout lrom Comptroller Web site: http://www.window.state.tx.usltaxlnlo/coasintr.html) .........•....•••...............

Is the business entity current on all taxes due to the State 01Texas? ...••....•....•....•...•••...•••..•....••....•......

Is the business activity 01 the project an eligible business activity under Section 313.024(b)? •..........•...••...•............

Please Identify business activity: _M_a_n_u_fa_c_t_u_ri_n_9 _

What was the application review start date lor your application (the date your application was determined to be complete)?(This question must only be answered lor projects with applications approved after June 1, 2010.)

How many new jobs were based on the qualified property In the year covered by this report? (See note on page 3.) .••.......••...

What Is the number 01new jobs required lor a project In this school district according to 313.021 (2)(A)(iv)(b), 313.051 (b), as appropriate?

If the applicant requested a waiver 01minimum jobs requirement, how many new jobs must the approved applicant create underthe waiver? •.•.........•..•..•.••.••...•..•.•.••.••••••..•....••...••...••...••...•••••.••••.•••............

80 percent of New Jobs (0.80 x number of new jobs based on the qualified property in the year covered by this report.) .

1;21 Ves o No

1;21 Ves

DNo

DVes

DNo

N/A

-176-10-N/A-140

For more information, visit our Web site: www.window.state.tx.us/taxinfo/proptax/hb1200/index.htmI (50-771 • 05-10/2)

Page 3: MDTIVA - Texas...Chapter 313 Annual Eligibility Report Form Form 50-772 (May 2010) 2010 Tax Year cowred in this report Port Arthur ISO School district name $0.3300 I&S Tax Rate $1.0400

_ Chapter 313 Annual Eligibility Report Form

What Is the minimum required annual wage for each qualifying job in the year covered by the report? ...••.....................

For agreements executed prior to June 19, 2009, please identify which of the two Tax Code sections Is used to determine the wagestandard required by the agreement: §313.021 (5)(A) or §313.051 (b). For agreements executed after June 19,2009, please identifywhich of the four Tax Code sections is used to determine the wage standard required by the agreement: §313.021 (5)(A) , §313.021 (5)(8),§313.021(3)(E)(ii), or §313.051 (b)..•.••.•.•..•...........•..•.....•..........•.•.......•....................•...•.•

Attach calculations and cite (or attach) 'exact Texas Workforce Commission data sources ....•............•...•••.............

How many qualifying jobs (employees of this entity and employees of a contractor with this entity) were based on the qualifiedproperty In the year covered by the report? ........•....••...••..............•....••.•..•............•......•....••

Of the qualifying job-holders last year, how many were employees of the approved applicant? ....••....•.....•...........••

Of the qualifying job-holders last year, how many were employees of an entity contracting with the approved applicant? ..•....••

$52,005.80

313.05(b)

See attached

176

176

o

If any qualifying job-holders were employees of an entity contracting with the applicant, does the approved applicantor assignee have documentation from the contractor supporting the conclusion that those jobs are qualifying jobs? !;ZI NA D Ves D No

THE FOllOWING QUESTIONS APPLY ONLY TO APPROVED APPLICANTS WITH AGREEMENTS THAT REQUIRE THE

APPROVED APPLICANT TO PROVIDE A SPECIFIED NUMBER OF JOBS AT A SPECIFIED WAGE.

How many qualifying jobs did the approved applicant commit to create in the year covered by the report? ..•..................

At what annual wage? ..................•..••...••...........•....••......•..........••••...................••

How many qualifying jobs were created at the specified wage? ...........•...•...••...........•.....•................

N/A

N/A

N/A

ENTITIES ARE NOT REQUIRED TO ANSWER THE FOllOWING FIVE QUESTIONS IF THE YEAR COVERED BY THE REPORTIS AFTER THE QUALIFYING TIME PERIOD OF THEIR AGREEMENT.

What Is the qualified Investment expended by this entity from the beginning of the qualifying time period through theend of the year covered by this report? ...•.•••...•..................•...........•..•.•.•...•..............•....•.

Was any of the land classified as qualified Investment? ••.•....................•....••.•..............••.............

Was any of the qualified Investment leased under a capitalized lease? .....••......•................•..................

Was any of the qualified Investment leased under and operating lease? •...••...............••.•••..•................•.

Was any property not owned by the applicant part of the qualified Investment? •...........••••..••.............••......•.

$5,554,817,090

DVes

1;21 No

DVes

1;21 No

D Ves

1;21 No

DVes

1;21 No

THE FOllOWING QUESTIONS MUST BE ANSWERED BY ENTITIES HAVING A PARTIAL INTEREST IN AN AGREEMENT.

What was your limitation amount (or portion of original limitation amount) during the year covered by this report? •................

Please describe your Interest in the agreement and Identify all the documents creating that interest.

N/A

rage 2 (50-772 • 05-1012) For more informalion, visit our Web site: www.window.state.tx.us/taxinfo/proptax/hb1200/index.html

Page 4: MDTIVA - Texas...Chapter 313 Annual Eligibility Report Form Form 50-772 (May 2010) 2010 Tax Year cowred in this report Port Arthur ISO School district name $0.3300 I&S Tax Rate $1.0400

Chapter 313 Annual Eligibility Report Form 'MftZINOTE: For job definitions see TAC §9.1051(14) and Tax Code, §313.021(3). If the agreement includes a definition of "new job" other than TAC §9.1051(14)(C), then please pro­

vide the definition "new job" as used in the agreement.

Notwithstanding any waiver by the district of the requirement for the creation of a minimum number of new jobs, or any other job commitment in the agreement, Tax

Code 313.024(d) requires that 80 percent of all new jobs be qualifying jobs.

APPROVAL.

"I am the authorized representativefor the Company submitting this Annual Eligibility Report. I understand that this Report is a govern­

ment recordas defined in Chapter 31of the TexasPenal Code. ?he information I am providing on this Report is true and correct to the

best of my,4nowledge and belief"

fh~ _J_oe_B_ak_e_r _Signature

Tax 'Advisor U.S. Property Taxrltle

CONTACT INFORMATION FOR AUTHORIZED REPRESENTATIVE

Printed name of authorized company representative

May 15, 2011Date

P. O. Box 4369, Houston, TX 77210Address

(713) 241-3039Phone

[email protected]

For more information, visit our Web site: www.window.state.tx.us/taxinfo/proptaxlhb1200Iindex.html (50-772 • 05·10/2) Page 3

Page 5: MDTIVA - Texas...Chapter 313 Annual Eligibility Report Form Form 50-772 (May 2010) 2010 Tax Year cowred in this report Port Arthur ISO School district name $0.3300 I&S Tax Rate $1.0400

:count Status - Letter of Good Standing

m..."&('~ •••t: 'i\ i•"I."~·

TEXAS COMPTROLLER OF PUBLIC ACCOUNTSSUSAN COMBS· COMPTROLLER' AUSTIN, TEXAS 78774

May 16, 2011

CERTIFICATE OF ACCOUNT STATUS

OF TEXASTRAVIS

Page 1 of 1

:ombs, Comptroller of Public Accounts of the State of Texas, DO~TIFY that according to the records of this office

MOT IV A ENTERPRISES LLC

this date, in good standing with this office having no franchise:s or payments due at this time. This certificate is valid through:hat the next franchise tax report will be due August 15, 2011.

Lficate does not make a representation as to the status of the,egistration, if any, with the Texas Secretary of State.

Lficate is valid for the purpose of conversion when the convertedsubject to franchise tax as required by law. This certificate is

for any other filing with the Texas Secretary of State.

~R MY HAND AND

:FICE in the City of1is 16th day ofl.. D.

)s

)troller

1umber: 17602624904~r: 0703846823

'v. 12-07/17)

la.state. tx. us/coa/servlet/cna.ann.coa. CoaT,etter 5/16/2011

Page 6: MDTIVA - Texas...Chapter 313 Annual Eligibility Report Form Form 50-772 (May 2010) 2010 Tax Year cowred in this report Port Arthur ISO School district name $0.3300 I&S Tax Rate $1.0400

..2007 Manufacturing Wages by Council of Government Region

Wages for All Occupations

g!QTexas

I. Panhandle Regional Planning Commission2. South Plains Association of Governments,

3. NORTEX Regional Planning Commission4. North Central Texas Council of Governments5. Ark-Tex Council of Governments6. East Texas Council of Governments7. West Central Texas Council of Governments8. Ri<iGrande Council of Governments

9. Permian Basin Regional Planning Commission

10. Concho Valley-Council ofGovemments11:Heart of Texas Council of Governments

12. Capital Area Councilof'Governments . -13. Braios Valley Council of Governments14. Deep East Texas Council of Govemments'"15.South East Texas Regional Planning Commission16. Houston-Galveston Area Council

17. Golden Crescent Regional Planning Commission'18. Alamo Area Council of Govemments

'19. South Texas ,Development Council20. Coastal Bend Council of Governments

21. Lower Rio Grande Valley Development Council22. Texoma Council of Governments '23. Central Texas Council of Governments

24. Middle Rio Grande Development Council

Source: Texas Occupational Employment ~d WagesData published: 9 June 2008Data published annually, next up4ate will be JUne 2009.

Hourlv$19.80$17.49$14.48$16.97$21.72$15.05$15.40$15.35$14.41

,$16.36$13.49$15.65

S23.~6$14.86$14.86$22.73$21.06$17.91$16.09$12.37$21.78$12.66$t8.23$15.94$12.91

Annual

$41,184$36,379$30,118$35,298

$4~,178$31,30~$32,032$31,928$29,973$34,029 '$28,059$32,552 .$49,213

$30,~,Q9,. $3~,~09

$47,278' ~$43,805$37,253$33,467$25,7~0$45,302$26,333$37,918$33,155$26,853,

$47,278.00x 110%$52,005.80

Note: Data is not supported by the Bureau of Labor Statistics (BLS).Wage data is produced from Texas OES data, and is not to be compared to BLS estimates.Data intended for TAC 313 purposes only. '.